Trilogy Capital Inc. Acquires Shares of 21,727 Vertiv Holdings Co. $VRT

Key Points

• Trilogy Capital Inc. acquired 21,727 shares of Vertiv Holdings Co. for approximately $2.79 million, reflecting growing institutional interest in the company, with about 89.92% of the stock controlled by institutional investors and hedge funds.
• Several equity analysts have increased their price targets for Vertiv, with Bank of America raising it from $140 to $150, while the overall consensus price target stands at $144.10.
• Vertiv recently declared a quarterly dividend of $0.0375 per share, which represents a modest annualized yield of 0.1% and reflects a 7.18% payout ratio.

Trilogy Capital Inc. bought a new stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 21,727 shares of the company's stock, valued at approximately $2,790,000.

A number of other institutional investors have also added to or reduced their stakes in VRT. MassMutual Private Wealth & Trust FSB boosted its stake in shares of Vertiv by 30.6% in the 1st quarter. MassMutual Private Wealth & Trust FSB now owns 768 shares of the company's stock valued at $55,000 after purchasing an additional 180 shares during the last quarter. AdvisorNet Financial Inc raised its holdings in Vertiv by 522.3% during the first quarter. AdvisorNet Financial Inc now owns 921 shares of the company's stock worth $66,000 after buying an additional 773 shares during the last quarter. GAMMA Investing LLC raised its holdings in shares of Vertiv by 6,323.9% in the first quarter. GAMMA Investing LLC now owns 183,532 shares of the company's stock valued at $13,251,000 after purchasing an additional 180,675 shares during the last quarter. Rothschild Investment LLC raised its holdings in shares of Vertiv by 23.2% in the first quarter. Rothschild Investment LLC now owns 1,736 shares of the company's stock valued at $125,000 after purchasing an additional 327 shares during the last quarter. Finally, NBC Securities Inc. increased its holdings in Vertiv by 148,457.1% during the first quarter. NBC Securities Inc. now owns 20,798 shares of the company's stock worth $1,501,000 after buying an additional 20,784 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities analysts have weighed in on VRT shares. Bank of America increased their target price on shares of Vertiv from $140.00 to $150.00 and gave the stock a "buy" rating in a research report on Thursday, July 17th. Rothschild Redb raised shares of Vertiv to a "hold" rating in a research note on Wednesday, August 20th. The Goldman Sachs Group set a $159.00 price target on shares of Vertiv in a research note on Monday. Wall Street Zen raised shares of Vertiv from a "buy" rating to a "strong-buy" rating in a research note on Saturday, June 21st. Finally, Evercore ISI reiterated an "outperform" rating on shares of Vertiv in a report on Thursday, July 10th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $144.10.

Insiders Place Their Bets

In related news, insider Paul Ryan sold 22,218 shares of the company's stock in a transaction on Tuesday, August 26th. The shares were sold at an average price of $127.34, for a total value of $2,829,240.12. Following the completion of the sale, the insider directly owned 12,803 shares in the company, valued at approximately $1,630,334.02. This represents a 63.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Karsten Winther sold 41,654 shares of the stock in a transaction dated Thursday, August 14th. The shares were sold at an average price of $134.21, for a total transaction of $5,590,383.34. Following the completion of the sale, the insider owned 18,848 shares of the company's stock, valued at approximately $2,529,590.08. The trade was a 68.85% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 180,952 shares of company stock valued at $23,360,571. Corporate insiders own 5.01% of the company's stock.

Vertiv Stock Up 5.2%

Vertiv stock opened at $150.82 on Wednesday. The company has a current ratio of 1.74, a quick ratio of 1.35 and a debt-to-equity ratio of 0.93. The stock has a 50 day moving average of $135.56 and a two-hundred day moving average of $112.42. The stock has a market capitalization of $57.59 billion, a price-to-earnings ratio of 72.16, a PEG ratio of 1.26 and a beta of 1.78. Vertiv Holdings Co. has a twelve month low of $53.60 and a twelve month high of $155.84.

Vertiv (NYSE:VRT - Get Free Report) last released its quarterly earnings data on Wednesday, July 30th. The company reported $0.95 earnings per share for the quarter, beating the consensus estimate of $0.83 by $0.12. The firm had revenue of $2.64 billion during the quarter, compared to the consensus estimate of $2.36 billion. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.Vertiv's quarterly revenue was up 35.1% on a year-over-year basis. During the same period last year, the business posted $0.67 EPS. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. As a group, research analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, September 25th. Stockholders of record on Monday, September 15th were issued a dividend of $0.0375 per share. The ex-dividend date of this dividend was Monday, September 15th. This represents a $0.15 annualized dividend and a dividend yield of 0.1%. Vertiv's dividend payout ratio is 7.18%.

Vertiv Profile

Vertiv Holdings Co, together with its subsidiaries, designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

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